Who owns MFUS
Which tracked institutional funds hold MFUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MFUS is one-sided between 2026-Q1 and 2026-Q2: 18 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MFUS’s largest tracked holder by dollar value, Schiavi & Co LLC, sizes it at 24.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 24.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MFUS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 34 tracked filers holding MFUS, 26 increased or opened the position and 11 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MFUS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$9M
- SFG Wealth Management, LLC.$2M
- Operose Advisors LLC$1M
- MML INVESTORS SERVICES, LLC$653K
Full exits 1
- Janney Montgomery Scott LLC$2M
Largest adds
- Schiavi & Co LLC$15M
- WELLS FARGO & COMPANY/MN$7M
- JPMORGAN CHASE & CO$4M
- FINANCIAL CONSULATE, INC$3M
- Baker Ellis Asset Management LLC$3M
- Austin Wealth Management, LLC$3M
Largest trims
- GOLDMAN SACHS GROUP INC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Schiavi & Co LLC added | 1,353,022 | $91M | 38.4% | 2026-Q2 |
| Austin Wealth Management, LLC trimmed | 446,808 | $29M | 12.2% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 276,018 | $19M | 7.8% | 2026-Q2 |
| Baker Ellis Asset Management LLC added | 242,122 | $16M | 6.9% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC trimmed | 184,309 | $12M | 5.2% | 2026-Q2 |
| ENTREWEALTH, LLC added | 152,070 | $10M | 4.3% | 2026-Q2 |
| Williams & Novak, LLC added | 149,114 | $10M | 4.2% | 2026-Q2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC new | 139,119 | $9M | 3.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 101,561 | $7M | 2.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 101,082 | $7M | 2.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 67,694 | $5M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers added | 46,819 | $3M | 1.3% | 2026-Q2 |
| SFG Wealth Management, LLC. new | 25,460 | $2M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 23,476 | $2M | 0.7% | 2026-Q2 |
| First Growth Capital LLC trimmed | 18,599 | $1M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 17,797 | $1M | 0.5% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 17,728 | $1M | 0.5% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. added | 15,609 | $1M | 0.4% | 2026-Q2 |
| Operose Advisors LLC new | 15,114 | $1M | 0.4% | 2026-Q2 |
| Caerus Investment Advisors, LLC added | 11,374 | $764K | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 11,374 | $764K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 9,726 | $653K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 9,696 | $651K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,610 | $646K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 8,352 | $561K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 8,045 | $541K | 0.2% | 2026-Q2 |
| Creative Planning new | 3,723 | $250K | 0.1% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC | 3,189 | $214K | 0.1% | 2026-Q2 |
| FMR LLC | 2,735 | $184K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,621 | $176K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 691 | $46K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 554 | $37K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 528 | $35K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 408 | $27K | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 25,790 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 728 | $42K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY | 171 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 136 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 35 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 3,070 | $174K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 128 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Moloney Securities Asset Management, LLC added | 45,758 | $3M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| PKS Advisory Services, LLC trimmed | 6,210 | $332K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.